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The Importance of Intuition in Microcaps
It's only been through 15 years of doing this and really having close connections with probably 100 management teams that you get to kind of see what the qualities the winners had versus the losers. It's fair to say that intuition plays a pretty large role in all of this for you. I think of intuition as like we just internalized some sort of pattern recognition that we're better at. So it's not gobbledygook. It's basically something real.